Selkirk Management LLC_____ as of March 31, 2013
Portfolio Holdings for Selkirk Management LLC_____
Selkirk Management LLC_____ holds 18 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 12.6 | $14M | 124k | 115.91 | |
| Macquarie Infrastructure Company | 10.0 | $11M | 211k | 54.04 | |
| NewStar Financial | 9.9 | $11M | 853k | 13.23 | |
| Iron Mountain Incorporated | 7.4 | $8.4M | 232k | 36.31 | |
| American Tower Reit (AMT) | 6.0 | $6.9M | 89k | 76.92 | |
| priceline.com Incorporated | 5.8 | $6.7M | 9.7k | 688.17 | |
| FleetCor Technologies | 5.6 | $6.4M | 84k | 76.67 | |
| Equinix | 5.2 | $5.9M | 27k | 216.29 | |
| 4.7 | $5.4M | 6.8k | 794.24 | ||
| Apple (AAPL) | 4.7 | $5.3M | 12k | 442.67 | |
| Visa (V) | 4.5 | $5.1M | 30k | 169.83 | |
| MasterCard Incorporated (MA) | 4.4 | $5.0M | 9.3k | 541.12 | |
| Interxion Holding | 4.0 | $4.6M | 189k | 24.22 | |
| Carter's (CRI) | 3.7 | $4.2M | 73k | 57.27 | |
| BlackRock (BLK) | 3.4 | $3.9M | 15k | 256.91 | |
| Invesco (IVZ) | 3.2 | $3.6M | 125k | 28.96 | |
| EMC Corporation | 2.5 | $2.8M | 117k | 23.89 | |
| Amazon (AMZN) | 2.3 | $2.6M | 9.8k | 266.53 |
